I created a new company file, but wasn't able to import the account list or card file list from my old company file.
Is there a way I can do this after setting up the new company file without having to manually input all the information?
Also, is there a way I import my existing invoice template to the new company file?
Hi Comrez
Thanks for your post. You can import data such as a list of customers and suppliers (your cards list), items you stock and a list of your accounts. The way you import is the same for all data types, you use the Import/Export Assistant and choose the type of data you want to import. For the import to work successfully, the data you import needs to meet the import rules and formats required for each field.
You can also import your invoice template to the new company file. Please see help article for more information: Sharing forms with other company files
Please do let me know how you go on this.
Regards,
Earl
